How big is Source Global, PBC's plan?

Source Global, PBC's plan reported $1.3M in assets and 82 participants for 2024.

Original filing (PDF)20251014194003NAL0004868640001

Source Global, PBC

Name: Source Global, PBC — Source Global, PBC 401(k) Plan, Form 5500 (2024)
Creator: Source Global, PBC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Source Global, PBC 401(k) Plan

401(k) retirement plan · Source Global, PBC's Source Global, PBC 401(k) Plan held $1.3M in plan assets for 82 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

JESS Zaleski signed Source Global, PBC's 2024 Form 5500 as plan administrator.

JESS Zaleski — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Source Global, PBC's EIN is 47-2200450.

EIN 47-2200450

Plan number 001

Plan year 2024

ACK ID 20251014194003NAL0004868640001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Source Global, PBC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Source Global, PBC's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOURCE GLOBAL, PBC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off